SLF
Sun Life Financial Portfolio holdings
AUM
$1.83B
1-Year Return
11.78%
This Quarter Return
+3.46%
1 Year Return
+11.78%
3 Year Return
+47.1%
5 Year Return
+67.99%
10 Year Return
+122.96%
AUM
$8.94M
AUM Growth
-$795M
(-99%)
Cap. Flow
-$234M
Cap. Flow
% of AUM
-2,612.17%
Top 10 Holdings %
Top 10 Hldgs %
79.21%
Holding
524
New
423
Increased
2
Reduced
74
Closed
23
Top Buys
| 1 |
Ford
F
|
+$20.5K |
| 2 |
Xerox
XRX
|
+$17.4K |
| 3 |
PBCT
People's United Financial Inc
PBCT
|
+$16.1K |
| 4 |
Host Hotels & Resorts
HST
|
+$15.1K |
| 5 |
Pitney Bowes
PBI
|
+$12K |
Top Sells
| 1 |
Financial Select Sector SPDR Fund
XLF
|
+$59.1M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$20.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$15.3M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$14.3M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$12.1M |
Sector Composition
| 1 | Utilities | 0.69% |
| 2 | Technology | 0.68% |
| 3 | Financials | 0.63% |
| 4 | Real Estate | 0.52% |
| 5 | Consumer Discretionary | 0.5% |
